Retirement Plans Introduction | Series 6 Exam Prep (FINRA Basics)

This video introduces the basics of retirement plans—a key topic for the FINRA Series 6 exam. Understand the different types of plans, their features, and how they fit into investment recommendations.

You’ll learn about:

Common retirement plans like 401(k)s, IRAs, Roth IRAs, and 403(b)s

Key tax advantages and contribution limits

Differences between qualified and non-qualified plans

Withdrawal rules, penalties, and required minimum distributions (RMDs)

How retirement plans relate to customer investment objectives and suitability

Mastering retirement plans is essential for passing the Series 6 exam and advising clients on suitable investment products.

📘 Perfect for:

Series 6 Candidates

FINRA Exam Preparation

Beginners learning retirement plan basics

Видео Retirement Plans Introduction | Series 6 Exam Prep (FINRA Basics) канала Millionaires In Training